Independent Advisor Alliance’s CoStar Group CSGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3,716
Closed -$314K 1016
2025
Q3
$314K Sell
3,716
-116
-3% -$10.3K 0.01% 756
2025
Q2
$308K Sell
3,832
-226
-6% -$17.6K 0.01% 714
2025
Q1
$322K Buy
4,058
+700
+21% +$53.3K 0.01% 640
2024
Q4
$240K Buy
+3,358
New +$254K ﹤0.01% 1231
2024
Q3
Sell
-4,678
Closed -$347K 718
2024
Q2
$347K Sell
4,678
-371
-7% -$31.4K 0.01% 540
2024
Q1
$488K Buy
5,049
+294
+6% +$25.3K 0.02% 462
2023
Q4
$416K Buy
+4,755
New +$385K 0.02% 474
2023
Q3
Sell
-5,033
Closed -$448K 660
2023
Q2
$448K Buy
5,033
+1,983
+65% +$153K 0.02% 449
2023
Q1
$210K Buy
+3,050
New +$225K 0.01% 607
2022
Q4
Sell
-4,560
Closed -$318K 467
2022
Q3
$318K Sell
4,560
-429
-9% -$29.8K 0.02% 468
2022
Q2
$301K Sell
4,989
-1,784
-26% -$108K 0.02% 481
2022
Q1
$451K Hold
6,773
0.02% 418
2021
Q4
$535K Buy
6,773
+1,234
+22% +$104K 0.03% 381
2021
Q3
$477K Sell
5,539
-691
-11% -$59.7K 0.03% 395
2021
Q2
$516K Buy
6,230
+40
+0.6% +$3.46K 0.03% 389
2021
Q1
$509K Buy
6,190
+20
+0.3% +$1.73K 0.03% 371
2020
Q4
$570K Buy
6,170
+100
+2% +$8.77K 0.04% 322
2020
Q3
$515K Buy
6,070
+310
+5% +$24.7K 0.04% 290
2020
Q2
$409K Buy
+5,760
New +$372K 0.04% 308

Other funds holding CSGP